Cypress Financial Planning LLC Sells 294 Shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)

Cypress Financial Planning LLC cut its stake in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) by 4.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,293 shares of the company’s stock after selling 294 shares during the period. Cypress Financial Planning LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – March were worth $253,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. Ashton Thomas Private Wealth LLC acquired a new position in Innovator U.S. Equity Power Buffer ETF – March in the 2nd quarter valued at $42,000. B. Riley Wealth Advisors Inc. grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – March by 28.7% in the second quarter. B. Riley Wealth Advisors Inc. now owns 11,439 shares of the company’s stock valued at $434,000 after acquiring an additional 2,552 shares in the last quarter. HFG Wealth Management LLC bought a new position in Innovator U.S. Equity Power Buffer ETF – March during the second quarter worth about $8,414,000. Bank of Montreal Can acquired a new stake in Innovator U.S. Equity Power Buffer ETF – March in the 2nd quarter worth about $553,000. Finally, NewEdge Advisors LLC boosted its holdings in Innovator U.S. Equity Power Buffer ETF – March by 1.5% in the 2nd quarter. NewEdge Advisors LLC now owns 48,432 shares of the company’s stock valued at $1,837,000 after purchasing an additional 703 shares during the period.

Innovator U.S. Equity Power Buffer ETF – March Stock Performance

Shares of BATS:PMAR opened at $40.10 on Tuesday. The stock’s 50-day simple moving average is $40.11 and its 200 day simple moving average is $39.16. The firm has a market cap of $779.05 million, a price-to-earnings ratio of 23.83 and a beta of 0.44.

Innovator U.S. Equity Power Buffer ETF – March Company Profile

The Innovator S&P 500 Power Buffer ETF – March (PMAR) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. PMAR was launched on Mar 2, 2020 and is managed by Innovator.